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Summit State Bank
SSBI

25 hedge funds and large institutions have $27.7M invested in Summit State Bank in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 1

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

18% more capital invested

Capital invested by funds: $23.6M → $27.7M (+$4.16M)

2.28% more ownership

Funds ownership: 41.52% → 43.8% (+2.3%)

0% more funds holding

Funds holding: 25 → 25 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
25
Holders Change
–
Holders Change %
0%
% of All Funds
0.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
3
Increased
10
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$1.44M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$110K
3
BFC
Banc Funds Company
Illinois
+$79K
4
Northern Trust
Northern Trust
Illinois
+$23.2K
5
BlackRock
BlackRock
New York
+$17.3K

Top Sellers

Rank Fund Capital Flow
1
SM
Salzhauer Michael
-$262K
2
Bank of America
Bank of America
North Carolina
-$70
3
Citigroup
Citigroup
New York
-$12
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$5.16M +$1.44M +109,479 +33%
MI
2
M3F Inc
Utah
$4.74M – – –
CSC
3
Caldwell Sutter Capital
California
$4.64M +$3.29K +250 +0.1%
VCM
4
Vanguard Capital Management
Pennsylvania
$3.07M +$3.02M +229,332 New
BFC
5
Banc Funds Company
Illinois
$2.66M +$79K +6,000 +3%
MCM
6
MAI Capital Management
Ohio
$1.21M – – –
SM
7
Salzhauer Michael
$970K -$262K -19,924 -22%
DSC
8
Daytona Street Capital
Missouri
$955K – – –
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$931K – – –
Geode Capital Management
10
Geode Capital Management
Massachusetts
$697K +$725 +55 +0.1%
BCM
11
Bridgeway Capital Management
Texas
$385K – – –
VFT
12
Vanguard Fiduciary Trust
Pennsylvania
$353K +$348K +26,404 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$275K +$110K +8,350 +68%
Stifel Financial
14
Stifel Financial
Missouri
$217K – – –
Northern Trust
15
Northern Trust
Illinois
$200K +$23.2K +1,760 +13%
State Street
16
State Street
Massachusetts
$187K – – –
BlackRock
17
BlackRock
New York
$186K +$17.3K +1,316 +10%
Creative Planning
18
Creative Planning
Kansas
$184K – – –
Citadel Advisors
19
Citadel Advisors
Florida
$172K +$16.6K +1,257 +11%
Renaissance Technologies
20
Renaissance Technologies
New York
$168K +$2.63K +200 +2%
WANY
21
Wealthspire Advisors (New York)
New York
$167K – – –
Morgan Stanley
22
Morgan Stanley
New York
$160K – – –
VGA
23
Vanguard Global Advisers
Pennsylvania
$27K +$26.6K +2,016 New
JP Morgan Chase
24
JP Morgan Chase
New York
$12.5K – – –
UBS Group
25
UBS Group
Switzerland
$2.55K +$2.42K +184 +2,629%
1
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SSBI Hedge Fund Activity: Q1 2026 in Review

25 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Summit State Bank (SSBI) for Q1 2026, worth a combined $27.7M — up 18% from $23.6M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new SSBI positions and 2 closed out — a net gain of 1 holder — while 10 added to existing stakes and 1 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $1.44M. The largest seller was Salzhauer Michael, cutting an estimated $262K.

  • 25 institutional investors held Summit State Bank (SSBI) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $27.7M of Summit State Bank stock for Q1 2026, up 18% quarter-over-quarter.
  • 3 funds opened new Summit State Bank positions in Q1 2026 and 2 closed out, a net change of +1 holder.
  • The largest Summit State Bank buyer in Q1 2026 was AllianceBernstein, an estimated $1.44M added.
  • The largest Summit State Bank seller in Q1 2026 was Salzhauer Michael, an estimated $262K sold.

Based on aggregated 13F filings for Q1 2026.